Core Insights - Tompkins Financial Corporation has seen a strong rally in its shares over the past few months, recovering losses from the "Liberation Day" panic [1] Group 1: Company Performance - The company has returned to a strong position, indicating resilience in its stock performance [1] Group 2: Investment Strategy - A long-term, buy-and-hold investment approach is favored, particularly for stocks that can sustainably generate high-quality earnings [1]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Group 1 - Investing for retirement income remains feasible without relying on low dividends or coupons despite less favorable conditions compared to the period when the Fed began aggressive interest rate hikes [1] - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Policy-level contributions include the development of national SOE financing guidelines and frameworks aimed at channeling private capital into affordable housing [1] - Roberts Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade while residing in Latvia [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]

Industry Overview - The industrials sector has performed well despite overall market turbulence, with the Industrial Select Sector SPDR Fund (XLI) rising nearly 17% year-to-date, outperforming the S&P 500 [1] - Factors contributing to the sector's strength include federal government initiatives for reshoring manufacturing, increased infrastructure spending, and defense-related growth [2] Company Highlights - Primoris Services Corp. (NASDAQ: PRIM) reported a strong second-quarter earnings performance, with earnings per share (EPS) of $1.68, exceeding expectations by 58 cents, and a year-over-year revenue increase of 21% [4][5] - Primoris has a significant backlog of $11.5 billion, positioning it well to benefit from the growing demand in data center infrastructure, particularly in cloud and AI sectors [5] - AZZ Inc. (NYSE: AZZ) has successfully realigned its business through strategic divestments and acquisitions, including the purchase of Canton Galvanizing, which enhances its capacity and customer base [8][9] - Dycom Industries Inc. (NYSE: DY) reported an EPS of $3.33, surpassing expectations, with a revenue increase of nearly 15% year-over-year, indicating strong growth potential in the telecommunications and utility infrastructure sectors [11][12] Analyst Ratings and Forecasts - Primoris Services has a moderate buy rating from analysts, with a 12-month stock price forecast averaging $101.67, indicating a potential downside of 14.35% from the current price of $118.70 [4][6] - AZZ Inc. has a moderate buy rating as well, with a 12-month stock price forecast averaging $112.29, suggesting a slight downside of 0.68% from the current price of $113.06 [8][10] - Dycom Industries has a buy rating with a 12-month stock price forecast averaging $289.43, indicating a potential upside of 14.65% from the current price of $252.44 [11][13]

With fears about the strength of consumer spending running high due to tariffs, inflation and other economic pressures, retailers are working hard to sustain revenue growth. While some retailers are leaning into worker-led personalized experiences for shoppers, other retailers are focusing more on leveraging artificial intelligence to optimize the shopping experience. Walmart is one of those retailers, adding new "super agents" that aims to save time and effort for both workers and shoppers. At its recent R ...

C3.ai recently delivered shocking guidance that drained investor confidence in the stock.This has turned out to be a terrible year for C3.ai (AI -2.31%) investors so far, as shares of the pure-play enterprise artificial intelligence (AI) software solutions provider have dropped 50% in 2025 as of this writing. The stock had been gaining momentum in recent months but was hammered earlier in August following the release of its preliminary results.C3.ai stock lost over a quarter of its value in a single day aft ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

Company Overview - Rexford Industrial Realty is a self-administered and self-managed full-service real estate investment trust (REIT) focused on owning, operating, and acquiring industrial properties in Southern California infill markets, with a portfolio of 424 properties totaling approximately 51.0 million rentable square feet [1] - The company also engages in acquiring or providing mortgage debt secured by industrial-zoned property and offers property management and leasing services [1] Activist Involvement - Elliott Investment Management has taken a position in Rexford Industrial Realty, indicating a significant economic exposure estimated between $400 million to $500 million, likely closer to $1 billion [3][7] - Elliott is known for advocating better corporate governance and capital allocation, aiming to restore strategic focus on shareholder value [8] Market Context - The industrial REIT sector has benefited from strong secular tailwinds due to the rise of e-commerce, increasing demand for warehouse space, particularly in Southern California, which faces land scarcity and entitlement challenges [4] - Historically, Rexford has traded at a premium to net asset value (NAV), but currently trades at a 20% discount to NAV and a 5-6 turn AFFO discount to peers, with stock prices declining from over $80 in December 2021 to around $40 [6][10] Strategic Implications - The involvement of Elliott may catalyze strategic outcomes for Rexford, making it a potential acquisition candidate due to its premium assets and current discounted valuation [10][11] - If an acquisition opportunity arises, Elliott would evaluate the best path for shareholder value, potentially favoring an acquisition at a reasonable premium over a long-term standalone plan [12]

How does a 7.5% dividend yield sound?If you're in the market for some promising dividend-paying stocks, good for you! They can be powerful components in your portfolio, ideally delivering not only regular income but also, over time, appreciating stock prices.Dividends are often underappreciated by investors, especially those of us inclined to chase fast-growing high-flying stocks. But dividend-paying stocks are no slouches. Check out the table below and see if it doesn't surprise you. Dividend-Paying Status ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Capricor Therapeutics, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline on September 15, 2025 [1]. Group 1: Class Action Details - Investors who purchased Capricor securities between October 9, 2024, and July 10, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by September 15, 2025 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting their own achievements in this area [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. - Rosen Law Firm has been recognized for its leadership in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013 [4]. Group 3: Case Specifics - The lawsuit alleges that Capricor provided misleading information regarding its lead cell therapy candidate, deramiocel, which is intended for treating cardiomyopathy associated with Duchenne muscular dystrophy [5]. - Defendants allegedly made positive statements about obtaining a Biologics License Application from the FDA while concealing adverse facts about the drug's safety and efficacy data from its Phase 2 trial [5]. - This misleading information is claimed to have caused shareholders to purchase securities at inflated prices, leading to investor damages when the truth was revealed [5].